MAWCM
Mine & Arao Wealth Creation & Management’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
3,213
+35
| +1% | +$3.6K | 0.15% | 56 |
|
|
2025
Q1 | $329K | Sell |
3,178
-84
| -3% | -$8.69K | 0.16% | 55 |
|
|
2024
Q4 | $328K | Sell |
3,262
-746
| -19% | -$75.1K | 0.15% | 55 |
|
|
2024
Q3 | $406K | Sell |
4,008
-243
| -6% | -$24.6K | 0.19% | 54 |
|
|
2024
Q2 | $423K | Buy |
4,251
+150
| +4% | +$14.9K | 0.21% | 50 |
|
|
2024
Q1 | $408K | Sell |
4,101
-29
| -0.7% | -$2.88K | 0.2% | 50 |
|
|
2023
Q4 | $407K | Buy |
4,130
+19
| +0.5% | +$1.87K | 0.22% | 49 |
|
|
2023
Q3 | $398K | Sell |
4,111
-74
| -2% | -$7.17K | 0.24% | 46 |
|
|
2023
Q2 | $408K | Sell |
4,185
-128
| -3% | -$12.5K | 0.24% | 47 |
|
|
2023
Q1 | $428K | Buy |
4,313
+100
| +2% | +$9.92K | 0.27% | 46 |
|
|
2022
Q4 | $408K | Sell |
4,213
-61
| -1% | -$5.91K | 0.3% | 46 |
|
|
2022
Q3 | $411K | Buy |
4,274
+171
| +4% | +$16.4K | 0.3% | 43 |
|
|
2022
Q2 | $416K | Buy |
4,103
+63
| +2% | +$6.39K | 0.29% | 47 |
|
|
2022
Q1 | $424K | Sell |
4,040
-37
| -0.9% | -$3.88K | 0.25% | 50 |
|
|
2021
Q4 | $432K | Buy |
4,077
+129
| +3% | +$13.7K | 0.24% | 48 |
|
|
2021
Q3 | $417K | Buy |
3,948
+52
| +1% | +$5.49K | 0.25% | 48 |
|
|
2021
Q2 | $414K | Buy |
3,896
+329
| +9% | +$35K | 0.25% | 49 |
|
|
2021
Q1 | $377K | Hold |
3,567
| – | – | 0.25% | 51 |
|
|
2020
Q4 | $372K | Buy |
3,567
+24
| +0.7% | +$2.5K | 0.27% | 46 |
|
|
2020
Q3 | $369K | Buy |
3,543
+95
| +3% | +$9.89K | 0.3% | 44 |
|
|
2020
Q2 | $353K | Sell |
3,448
-13
| -0.4% | -$1.33K | 0.33% | 42 |
|
|
2020
Q1 | $346K | Buy |
3,461
+1
| +0% | +$100 | 0.4% | 38 |
|
|
2019
Q4 | $348K | Buy |
+3,460
| New | +$348K | 0.33% | 40 |
|